RELATIONSHIPS

VALUE & TRUST

We’re committed to delivering value in every interaction by offering a unique, definable edge — while always working in a spirit of absolute trust.

Philosophy

We firmly believe that a relative value approach that uses in-depth, bottom-up fundamental research — supported by top-down macro analysis to identify and exploit market themes and opportunities — is the key to delivering exceptional long-term results without excess volatility.

Firm Overview

SEC registered investment advisor, established in 2015.

Thirteen member professional team with more than 270 years of combined experience in portfolio management, economics, analysis, marketing, risk management, operations and compliance.